RIA Intel›Advisers›Maine›AUGUST WEALTH MANAGEMENT, L.L.C.

AUGUST WEALTH MANAGEMENT, L.L.C.

Advisory

PORTLAND, ME

Data as of Feb 6, 2026 · Source: SEC Form ADV

Average account
$151K
across 201 accounts
AUM per adviser
$30M
1 adviser

Source: SEC Form ADV. Figures as filed Feb 6, 2026.

Total AUM
$30M
Discretionary %
100%
Clients
85
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$30M
Discretionary AUM$30M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients85
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InME, NH
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in ME

Closest by assets under management. All figures from Form ADV.

ELDER PLANNING ADVISORS OF MAINE, INC.
SOUTH PORTLAND, ME
$29M
-5.8% 1Y
CLM CAPITAL MANAGEMENT LLC
SANFORD, ME
$28M
0.0% 1Y
HARBOR INVESTMENT ADVISORS
$28M
SCHULTZ RETIREMENT INCOME SOLUTIONS, INC.
ROCKLAND, ME
$28M
WARREN FINANCIAL, LLC
BANGOR, ME
$28M
O'BRIEN ASSET MANAGEMENT LLC
$34M

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